Reviewing Apple’s “Time Flies” event, including Apple One and Fitness+
Nvidia’s Integration Dreams
Nvidia’s acquisition of ARM only makes sense from a financial perspective, unless you buy Jensen Huang’s datacenter dreams.
An Interview with Paul Mozur on Technology in China
An interview with Paul Mozur on technology in China, including WeChat, TikTok, Trump, TSMC, and Huawei.
Netflix and Working-From-Home; Parents Versus Non-Parents; Apple’s COVID Manufacturing, Cont.
Reed Hastings doesn’t like working from home, and other companies, particularly Facebook, should pay attention to its unintended consequences. Plus, how Apple is making new iPhones.
TikTok Update, Microsoft and Oracle, Apple’s China Production
China is stepping in to the TikTok saga, and their approach seems justified; Microsoft should drop out. Then, how is Apple manufacturing its products in the time of COVID?
Facebook’s iOS 14 Announcement, Understanding the IDFA, The Real Showdown
What was interesting about Facebook’s iOS 14 announcement was not what it said about the IDFA, but what it didn’t say about Apple’s broader policies.
The Final Word on the App Store (for Now), Palantir’s S-1, Alex Karp’s Letter
The final word on the App Store, while Palantir’s S-1 both establishes the company as a defense firm, and argues that the biggest tech companies are on the wrong side of history.
Rethinking the App Store
Assume that Apple is going to win versus Epic: what is a reasonable approach to the App Store that will gain more developer support?
New Huawei Rules, What Now for Huawei, Apple’s Brand and China Inc.
New Huawei rules may kill not only the company’s handset business, but also its base station business. Why hasn’t China yet retaliated against Apple?
Apple-Epic Follow-up, A Brief History of Epic Games, Apple’s Hammer
Apple is reverting to form, trying to control everything. It is also threatening all of Epic’s business, not simply Fortnite.